See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 6-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,161 | $71,050-88.5% | $93,606-91.3% | $80,856-89.9% |
| Participation rate | 70.4% | 60.4%+10.0pp | 68.7%+1.6pp | 67.6%+2.7pp |
| Annual return | 12.98% | 11.26%+1.7pp | 133.20%-120.2pp | 35.59%-22.6pp |
| Employer contribution / active EE | $0 | $1,564-100.0% | $2,420-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $1,933 | $4,034-52.1% | $4,411-56.2% | $4,296-55.0% |
| Admin fee / account holder | $268 | $6,945-96.1% | $8,285-96.8% | $6,918-96.1% |